RIA

Regal Investment Advisors Portfolio holdings

AUM $1.33B
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$554M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$2.05M
3
+$1.25M
4
OUSA icon
ALPS O'Shares US Quality Dividend ETF
OUSA
+$771K
5
YYY icon
Amplify CEF High Income ETF
YYY
+$662K

Top Sells

1
+$1.74M
2
+$1.52M
3
+$1.28M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$886K
5
SYY icon
Sysco
SYY
+$652K

Sector Composition

1 Healthcare 8.4%
2 Technology 7.45%
3 Consumer Staples 6.45%
4 Industrials 4.64%
5 Utilities 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.15M 0.21%
17,952
-3,238
127
$1.12M 0.2%
32,789
+20
128
$1.09M 0.2%
25,272
-313
129
$1.05M 0.19%
34,714
+1,553
130
$1M 0.18%
20,427
+868
131
$984K 0.18%
32,004
-771
132
$967K 0.17%
25,961
+40
133
$962K 0.17%
18,090
+1,739
134
$932K 0.17%
17,030
-4,550
135
$923K 0.17%
18,449
-15
136
$912K 0.16%
8,634
+611
137
$911K 0.16%
15,206
+206
138
$908K 0.16%
2,788
+34
139
$907K 0.16%
20,373
-3,469
140
$893K 0.16%
14,024
+1,927
141
$892K 0.16%
41,391
-6,838
142
$891K 0.16%
18,585
+2,512
143
$886K 0.16%
6,467
+983
144
$869K 0.16%
15,361
-227
145
$861K 0.15%
9,423
-2,471
146
$849K 0.15%
10,708
+1,037
147
$814K 0.15%
14,630
-1,926
148
$813K 0.15%
9,652
-115
149
$804K 0.14%
24,720
+6
150
$784K 0.14%
23,405
-85
4 5
6
7 8